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Strategic Financial Sounding Board for CEOs & Founders
For the CEO or Founder who has a competent internal finance team but lacks a strategic peer to challenge assumptions, validate key decisions, and prepare for high-stakes conversations. You have the day-to-day operations covered but need C-suite level guidance for the pivotal moments that define your business's future.
The Problem We Solve
"I'm making multi-million dollar decisions in a vacuum. I need an experienced financial expert in my corner for key moments, but I don't need day-to-day operational help."
What You Get
Monthly Strategic Session: A dedicated 90-minute monthly meeting to review performance, stress-test ideas, and navigate upcoming strategic decisions.
Board Meeting Preparation & Attendance: We'll help you craft a clear and compelling financial narrative for your board and attend quarterly meetings to present the financials and support you.
On-Call Advisory: Direct access via phone and email for ad-hoc strategic questions and guidance when you need it most.
Annual Strategic Planning Support: A senior financial perspective and robust challenge during your annual planning and budgeting process to ensure your goals are ambitious yet achievable.
The Outcome
Confidence. You'll make major financial decisions with greater certainty, enhance your credibility with the board and investors, and gain the clarity that comes from having a trusted, independent expert on your team.
Is This Service Right for You?
The Strategic Sounding Board is designed for leaders who need high-level strategic input, not operational management. If you need a partner to help you prepare for board meetings, validate your annual budget, or provide a second opinion on a major capital decision, this is the ideal fit.
FAQs
How is a Strategic Sounding Board different from a business coach?
While a business coach often focuses on leadership development and broad operational strategy, a Strategic Financial Sounding Board provides specialised, C-suite level financial expertise. We focus specifically on validating the financial implications of your decisions, stress-testing your assumptions with robust analysis, and preparing you for high-stakes financial conversations with boards and investors.
What specific types of decisions can you help me validate?
We can help validate a wide range of critical business decisions, including major capital expenditures, new market entry analysis, product pricing strategies, annual budget sign-offs, and assessing the financial viability of strategic partnerships or acquisitions.
Is this service suitable if I am not planning to raise capital or sell?
Absolutely. This service is designed for sound financial governance and confident decision-making during the normal course of business. It provides the strategic financial oversight needed to drive sustainable growth and profitability, regardless of whether a transaction is on the immediate horizon.